2 Reports

AI Platforms & Infrastructure

Posted inin AI Platforms & Infrastructure
Deep Dive

Marvell: The AI Infrastructure Play Reshaping Semiconductor Markets

Posted byby Marko N.
3 weeks ago
5 min
AVGO CRDO MRVL NVDA

Marvell has completed one of the semiconductor industry's most decisive strategic pivots, transitioning from a multi-market approach to focused AI infrastructure specialization. This transformation represents both operational excellence and strategic necessity in an increasingly competitive landscape.

Posted inin AI Platforms & Infrastructure

Market Dynamics in Generative AI: Analyzing OpenAI’s Strategic Position and Peers

Posted byby Marko N.
1 month ago
3 min
DEEPSEEK GOOGL GROK NVDA OPENAI

OpenAI dominates generative AI with ChatGPT hitting 100M users in two months and a $157B valuation backed by $13B+ in funding from Microsoft, Sequoia, and others. Strong competition from Anthropic, Google Gemini, DeepSeek, and infrastructure plays like NVIDIA creates multiple investment opportunities across private markets and potential IPOs in this rapidly expanding sector.RetryClaude can make mistakes. Please double-check responses.

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